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New here? Duplicate the parent CRE Appraisal Desk page first, then work this checklist. Keep the original clean for sale.

You are: a commercial appraiser or appraisal-firm analyst living in engagement deadlines.

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Setup (5 minutes)

1. Duplicate CRE Appraisal Desk (⋯ → Duplicate).
2. Clear or keep a few [DEMO] rows in Engagements / Comps / Tasks / Clients.
3. Pin the duplicated home in your sidebar Favorites.

Daily loop

1. Open Mission Control on the home page — Engagement statuses + Engagements list.
2. Log new files (~30 sec each): {Client / Property nickname} — {Address or asset}, Status, Property type, Purpose, Fee, Due date, Next step.
3. Drag cards when drafts go out or lenders sign off. Use Tasks for follow-ups; Comps for sales evidence; Clients for lenders / brokers / AMs.

Agent hook

Notion is the desk. Grok Bot / Muse fill rows. Paste an engagement email or LOI and have the agent write the Engagement.

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No auto-ingest from Argus / CoStar here. This template is the org layer for humans + agents.

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Back to CRE Appraisal Desk.